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July 12, 2015

Colombia


As many of you know, I live in Miami—what you probably don’t know, is that without the cocaine trade, Miami would still be a backwater like Fort Meyers—good weather, some interesting architecture, but not much modern development. Instead, Miami is the capital of Latin America. It got to that pinnacle through the activities of a motley band of Colombians—none more famous than Pablo Escobar. ... Read More
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February 13, 2014

Cuba–Por Que Hay Un Bloqueo


Let’s say that Cuba’s socialist utopia doesn’t quite appeal to you—shocking right? How do you escape? Well, actually, it’s a simple process. You need to start by scavenging for materials, building a floating contraption of some sort, piling your worldly possessions into that contrivance and setting out for Florida. Along the way, you must evade the Cuban Coast Guard, who will imprison you for ... Read More
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January 21, 2014

Cuba–The Economy


If the secret to economic prosperity was the erection of Che Guevara murals, Cuba would be the wealthiest nation on Earth. Unfortunately, revolutions are meant as transitions between an inferior form of government, and one that is supposed to be better. Revolution itself isn’t a form of government and socialist sloganeering only takes you so far. In the end, you need to produce things ... Read More
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January 11, 2014

Cuba–A History


Cathedral restored for the tourists. Renaissance era philosophers wandering the ruins of the Roman Empire wondered: What sort of super-humans could have built these structures? What sort of knowledge did they possess that was no longer available? Why did they let it all slip away? The Europeans simply could not comprehend how it could have been lost until Gibbon tried to explain it two ... Read More
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December 31, 2013

Bienvenido a Cuba!


It all started as I was grabbing coffee with a close friend of mine. After a very successful, but exhausting year in Mongolia, I was looking for a holiday location where I could unwind. The prerequisites were that there be limited phone or internet access to avoid roping me back into work. I wanted a place that I could truly escape to and that ... Read More
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October 19, 2012

Myanmar Part II


My friend Chris Mayer continued his journey through Myanmar. If you missed Part I, click here. If you want to visit the Capital & Crisis website, please click here.   “This is a market of 65 million people where everyone is basically at the starting line. There is no other market like this.” — Masaki Takahara, managing director of Jetro (a Japanese trade organization), on Myanmar   ... Read More
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October 14, 2012

Myanmar Part I


For the better part of a year, I have been trying to find some free time to go and visit Myanmar. My good friend Chris Mayer seems to have beat me to it and in the first of what I hope will be many entries (keep writing Chris!!) posted some initial thoughts on his Capital & Crisis website.   “The heat rolled from the earth like ... Read More
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October 12, 2012

A Whole Lotta Coal….


Back in early September, I took a trip to the South Gobi in Mongolia. I went to look at Erdenes Tavan Tolgoi (ETT), which owns the largest coking coal deposit in the world (now ramping up) incidentally named Tavan Tolgoi. While in the Gobi, I also got to get a good look at Mongolian Mining Corp’s (975: HK) Ukhaa Khudag mine also ramping up, ... Read More
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August 29, 2012

Mongolia Road Trip Part II


Please see Part I for the first 2 days of our trip. As we travelled around, we got to visit dozens of small cities that I would never have had a chance to ever visit. When you pass by rapidly, they really don’t look like much… …but once you stop and look around, you find all sorts of interesting sites to check out and people ... Read More
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